Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q2 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR WISDOMTREE U.S. .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.4K+ 1320.71% |
$3.25M - $3.59M
|
61.7K
$5.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
46.9KNew |
$2.65M - $2.94M
|
46.9K
$4.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11K+ 115.5% |
$621K - $687K
|
20.5K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 180.94% |
$602K - $666K
|
16.5K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
9K+ 200.0% |
$509K - $563K
|
13.5K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.05K+ 12.83% |
$342K - $379K
|
53.2K
$4.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.94K+ 25.13% |
$279K - $309K
|
24.6K
$2.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
4.87K+ 6.81% |
$275K - $304K
|
76.3K
$6.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.67K+ 29.89% |
$208K - $230K
|
16K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.2KNew |
$181K - $200K
|
3.2K
$277K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.6K+ 1.47% |
$147K - $162K
|
180K
$15.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
658+ 19.14% |
$37.2K - $41.2K
|
4.1K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
658+ 19.22% |
$37.2K - $41.2K
|
4.08K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
135+ 33.17% |
$7.63K - $8.44K
|
542
$46.9K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
75New |
$4.24K - $4.69K
|
75
$6.49K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
57+ 3.44% |
$3.22K - $3.57K
|
1.71K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
20+ 0.3% |
$1.13K - $1.25K
|
6.62K
$572K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.48% |
$1.07K - $1.19K
|
3.96K
$342K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$170 - $188
|
27.3K
$2.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$56.6 - $62.6
|
6.9K
$597K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37- 0.08% |
$2.09K - $2.31K
|
47.9K
$4.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-348- 5.0% |
$19.7K - $21.8K
|
6.61K
$571K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-701- 0.28% |
$39.6K - $43.8K
|
254K
$22M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-792- 12.11% |
$44.8K - $49.5K
|
5.75K
$497K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.08K- 0.96% |
$61.3K - $67.8K
|
111K
$9.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.5K- 68.31% |
$84.6K - $93.6K
|
694
$60K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.39K- 28.02% |
$248K - $274K
|
11.3K
$974K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.61K- 31.77% |
$374K - $414K
|
14.2K
$1.23M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.59K- 69.95% |
$486K - $537K
|
3.69K
$319K
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-9K- 66.67% |
$509K - $563K
|
4.5K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.3K- 71.18% |
$808K - $894K
|
5.79K
$500K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-71.4K- 25.45% |
$4.04M - $4.47M
|
209K
$18.1M
|